Promote Mortgage Rates at Open Houses

Your FI offers competitive mortgage rates, no application fees, and 10 to 30 year terms, but will your account holders think of your loan programs while they are house-hunting? Promoting loan offers to your audience at the right place and time means talking to your account holders about what is important to them. Targeting right […]

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How To Create Meaningful Touchpoints in an Account Holder’s Journey

Gaining customers through quality online experiences is something financial institutions strive for in today’s mobile society. While brick-and-mortar locations still comprise the majority of a financial institution’s business, mobile engagement has become a mainstream method of increasing account holders. With that, creating meaningful touchpoints is an essential aspect of any mobile engagement campaign. For the […]

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Helpful Tips to Maximize Customer Lifetime Value

The key to long-term success is not necessarily based on how many customers a business can acquire. Indeed, growing sales (and therefore a customer base) is beneficial, but in today’s financial world, keeping loyal account holders is easier and less costly than gaining new ones. See the potential For this reason, community banks and credit […]

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